Sunstone Financial Group Overview

Financial ServicesCompany

Where is Sunstone Financial Group headquartered?

Sunstone Financial Group is headquartered in Milwaukee,, Wisconsin.

What sector is Sunstone Financial Group in?

Sunstone Financial Group is a financial services company.

When was Sunstone Financial Group founded?

Sunstone Financial Group was founded in 1989.

Sunstone Financial Group Inc.

803 West Michigan Street,
Milwaukee,, Wisconsin 53233
United States,
(414)271-5885
www.umbfs.com

Sunstone is a mutual fund service provider to nearly forty mutual funds and fund families. Company engages in providing Internet services that allow shareholders to access account information, complete transactions, open new accounts online, as well as receive statements, confirmations, financial reports and prospectuses via e-mail. In addition, Sunstone provides investment managers and brokers the ability to obtain their customer account information online.



Try Mergr Free — See This and 220,677+
Other Company and Investor Profiles Today

Try free. Full access. Cancel anytime.

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

Mergr is a user-friendly database designed to simplify the complex world of private equity and M&A for busy professionals.

We created Mergr to eliminate the challenge of tracking company acquisitions, sales, and ownership, providing clear insights into investment firms and their activities. For example, explore an investment firm’s investment criteria, deal history, portfolio, and connections - organized to help you uncover opportunities and make informed decisions.

With Mergr, gain access to a comprehensive, interconnected web of transactions, investors, companies, and advisors - all in one place.

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.8K Private Equity Firms
  • 214K M&A Transactions
  • 216K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.8K M&A Advisors
    (Investment Banks and Law Firms)
  • 83K M&A Contacts
    (PE and M&A Advisors)

What next?

Try Free

Full access to Mergr's investor, acquirer, and transaction data starts here.